Winbond and ESMT are named as key DDR2 suppliers. Winbond is gradually reducing DDR2 production and moving capacity toward DDR3, DDR4 and LPDDR4 products. ESMT is taking the opposite route and plans to maximize DDR2 output through its existing wafer allocation at PSMC.
This does not mean DDR2 is returning to gaming PCs. The demand is tied to legacy, embedded and cost-sensitive products that still rely on older DRAM generations. Still, the fact that DDR2 contract prices are rising in 2026 shows how far the current DRAM shortage has spread.